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Ishan Singh 4
I want to send an email to a particular person when a duplicate lead enters the org i.e, either by Web to lead or by manually entering the lead in org
Currently I am using duplicate rule but through it I am not able to send email. If you are suggesting for a process builder then please mention the criteria to trigger it.
The Matching rules are:
Last name
Phone number
If this answer helps you, please mark it as accepted.
Regards,
Tushar Sharma
https://newstechnologystuff.com/
Can you please tell me how you setup the report.
Thank you
Can you please have a look at the below link this seems to be a similar scenario as yours.
>> https://developer.salesforce.com/forums/?id=906F0000000DDf7IAG
In case if this comes handy can you please choose this as best answer so that it can be used by others in the future.
Regards,
Anutej